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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $235,493-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 0.0%0pp |
| Annual return | -1.39% | 2.77%-4.2pp | -6.07%+4.7pp | 2.77%-4.2pp |
| Employer contribution / active EE | $7,037 | $15,262-53.9% | $37,389-81.2% | $15,262-53.9% |
| Participant deferral / active EE | $0 | $691-100.0% | $182-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $12,327-100.0% | $1,015-100.0% |